EWA
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EverSource Wealth Advisors’s Treace Medical Concepts TMCI Stock Holding History

EverSource Wealth Advisors’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.31K Buy
1,836
+1,101
+150% +$3.03K ﹤0.01% 3086
2026
Q1 		$985 Buy
735
+710
+2,840% +$1.42K ﹤0.01% 3858
2025
Q4 		$61 Sell
25
-280
-92% -$1.22K ﹤0.01% 4156
2025
Q3 		$2.05K Sell
305
-144
-32% -$940 ﹤0.01% 3505
2025
Q2 		$2.64K Buy
449
+247
+122% +$1.61K ﹤0.01% 3407
2025
Q1 		$1.7K Buy
202
+198
+4,950% +$1.78K ﹤0.01% 2997
2024
Q4 		$30 Buy
+4
New +$27 ﹤0.01% 3684
2023
Q3 		– Sell
-39
Closed -$998 – 2658
2023
Q2 		$998 Buy
+39
New +$1.01K ﹤0.01% 2228

Other funds holding TMCI

LS
LCW Services Virginia Beach, Virginia $230M AUM
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
NC
nVerses Capital Wellington, Florida $65M AUM
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's TMCI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Treace Medical Concepts (TMCI) stake by 150% in Q2 2026, buying an estimated $3.03K and bringing the position to 1,836 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

EverSource Wealth Advisors first reported a position in TMCI in Q2 2023 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • EverSource Wealth Advisors held 1,836 shares of Treace Medical Concepts worth $7.31K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,101 Treace Medical Concepts shares in Q2 2026, an estimated $3.03K.
  • Treace Medical Concepts made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3086 holding.
  • EverSource Wealth Advisors first reported a position in Treace Medical Concepts in Q2 2023 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.